OS RAA PI Letter Outreach S ession Office for S ponsored - - PowerPoint PPT Presentation

os raa pi letter outreach s ession
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OS RAA PI Letter Outreach S ession Office for S ponsored - - PowerPoint PPT Presentation

OS RAA PI Letter Outreach S ession Office for S ponsored Research and Award Administration Zach Gill- S enior Grant and Contract Officer Amanda Watts- Team Lead S et Up Coordinator Vickie Watkins- Grant and Contract Officer Agenda OS RAA


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OS RAA PI Letter Outreach S ession

Office for S ponsored Research and Award Administration Zach Gill- S enior Grant and Contract Officer Amanda Watts- Team Lead S et Up Coordinator Vickie Watkins- Grant and Contract Officer

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Agenda OS RAA PI Letter Outreach S ession

PI Letter Process Improvement

 Goals- Efficiency Accuracy S

peed

 Changes

 Award Intake Letter – Pending Index  Contract Officer Process  PI Letter

 S

chedule

 Feedback

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PI Letter Goals

Efficiency

 Reduce Double Reading of Award Documents  Create Reference document to be used by all

Accuracy

 Increase Compliance  Charges in the right place the first time

S peed

 S

horten set up time

 S

horten award management question turn around

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SLIDE 4

PI Letter- Maj or Changes

1) Award Intake Email Notification

 Transition timing from Award Acceptance to Award Intake

2) Contracting Officer Debrief Award Document

 C.O. has reviewed agreement and knows relevant information to pass downstream

3) PI Letter Generated

 Create reference document for all downstream users

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SLIDE 5

1) Award Intake Email Notification

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1) Award Intake Email Notification- S peed and Accuracy

Timing

 Transition from Award Acceptance to Award Intake  Relies on new transparent tracking to provide status updates

Content

 Reduce Award Acceptance Delays

 Ask for proposal if needed

 Reduce set up delays

 IRB  Budgets- split and cost share

 Pending

 Offers pending index

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1) Award Intake Email Notification Pending Index- S peed, Accuracy

How best t o get t he charges in t he right place t he first t ime and respond t o t ime-dependent programmat ic needs? Awards not at OS RAA No Change: Pending index form available Awards at OS RAA

Maj or Federal S ponsors: No Form Needed, Email request only

Change: NS F , NIH, Dept of Ag, Dept of Ed, ONR, NAS A

Combined 75%

  • f Federal Awards/ 60%
  • f Externally Funded Research

Email reply to award intake letter asking for pending- may need split budgets

Ot her federal and non-federal

Change: Pending Index form available even if award is at OS U

F AS T TRACK: NS F and NIH

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2) Contract Officer Debrief- Efficiency

OS RAA internal process

 Efficiently pass information downstream in a usable format

 Banner speak  Human speak

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SLIDE 9

3) PI Letter

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SLIDE 10

3) PI Letter- Accuracy, Efficiency, S peed

Record relevant terms from Award Document

 Promised Effort  Reporting Dates  Compliance Terms of Note

Translate those to action items

Create reference document in NOLIJ for post-award administration issues

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SLIDE 11

S chedule

May and June- Beta Test

June- S

  • licit feedback from internal and external participants

End June- Refine tools

July – Campus wide roll out

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SLIDE 12

S uggestions

Where is less more?

 Need to focus on speed with limited resources

A full description of the goals and process improvements can be found at research.oregonstate.edu/ osraa/ principal-investigator-let ter.

If you have any feedback on the process please send to OS RAA@

  • regonstate.edu with a subj ect line of “ PI Letter” .